How advice firms can scale without losing their soul

In any business venture, growth can deliver an unorthodox form of success. Advisers spend years building trust, developing a way of working and earning a reputation that is difficult to copy. Clients get to know advisers intimately, problems are solved through conversation rather than escalation and your distinctive edge is the personal touch. Then you grow, through acquisition or organically, and in the pursuit of consistency, advisers begin to standardise the very things that made them distinctive in the first place. It is a story that plays out across many industries. However, as m...